01/15 - With the help of a Series 66 Tutor, Christian and Jessie passed the Series 66 Exam.

11/14 - Series 66 Tutoring helped Jason pass the Series 66 Exam

09/14 - With the help of a Series 66 Tutor, John, Adam, and Jeremy passed the Series 66 Exam.

08/14 - Andrea passed the Series 66 Exam while Richard and Dylan passed the Series 7 Exam.

07/14 - Series 66 Tutoring helped Mike pass the Series 66 Exam.

04/14 - With the help of a Series 66 Tutor, John, Meric and Jeff passed the Series 66 Exam.

06/13 - With the help of a Series 66 Tutor, Ian, Matt and Kyle passed the Series 66 Exam

12/12 - Series 7 Exam Tutor partners with My guru edge to offer tutoring for the series 7 exam and other Finra exams.

02/12 - Series 66 Exam Tutor partners with a leading exam prep provider to supply educational content for the series 65 exam

Welcome to Series 66 Exam Tutor!

Series 66 Exam Tutor offers tutoring for the Series 66 Exam, theSeries 6 Exam, the Series 7 Exam, the Series 65 Exam and the Series 63 exam. As a tutor for licensing exams, we know how important it is for students to pass their exams on the first try. In order to take the Series 66 Exam, one must first pass the series 7 exam. Series 66 Exam Tutor serves as a teacher as well as a coach. Most Series 66 Exam test takers work full time and find it difficult to find the time to study. A Series 66 Tutor can help motivate students.

As a Series 66 Tutor, Series 66 Exam Tutor emphasizes comprehension rather than memorization. There is some overlap between the Series 66 Exam and the Series 7 Exam. The Series 66 Exam also covers the Uniform Securities Act and related content. Passing the Series 66 Exam is a requirement for an investment professional to operate as an Investment Adviser Representative. Passing the Series 66 Exam can be challenging even for people with some investment experience, which is why working with a series 66 tutor is essential.

Below is a Breakdown of the topics for the Series 66 Exam:

1. Economic Factors and Business Information (5%)

​2. Investment Vehicle Characteristics (20%)

3. ​Client Investment Recommendations/Strategies (30%)

4. ​Laws, Regulations, and Guidelines, including (45%)

Prohibition on Unethical Business Practices

For a more detailed description of the topics and sub topics on the series 66 exam please visit the link below: (Effective 7/1/2016)

The primary instructor, Michael Weiss, CFA, has twenty-six years of investment experience (including tutoring years) with the majority of this time spent working as either a portfolio manager or as an investment analyst. In addition, Michael has an undergraduate degree as well as a graduate degree in finance and is a CFA charterholder.

In addition to Series 66 Tutoring, we also offer online and in-person classes for the Series 66 Exam and other exams.

Series 66 Tutor Help - Discounted Cash Flows

by Michael Weiss on 10/22/17

Our Series 66 Tutoring tip of the day is regarding discounted cash flows. I suspect that some other Series 66 Tutors may not be able to help you with this topic due to a lack of experience.

There are three places on the Series 66 Outline where discounted cash flows are relevant. First, in economic factors & business information with NPV and IRR. Second, in investment vehicles with valuation factors of fixed income securities. Third, in investment vehicles under equities - dividend discount and discounted cash flows. As a Series 66 Tutor who regularly teaches this topic, I know that this subject can be challenging for people. The key to understanding this topic is to work with a Series 66 Tutor who can explain the process to you and then work on practice questions.